Finance Automation

Automating Finance Approvalsand Reporting with BlueSky Agents

Discover how BlueSky's multi-agent AI platform transforms finance operations, from invoice processing to ERP integration and compliance reporting.

Measurable Impact

Proven results across finance teams and organizations

80%
Automation

Transaction Processing

Automated invoice approvals and reconciliation

Multi-agent workflow handles 80% of transactions automatically while routing edge cases to finance managers

Key Performance Indicators

80%Automation

Transaction Processing

Automated invoice approvals and reconciliation

65%Reduction

Processing Time

Faster invoice approvals and reporting cycles

90%Decrease

Compliance Risk

Enhanced validation and audit trails

Results validated across 50+ finance teams

The Challenge

Finance teams struggled with manual invoice approvals, spreadsheet consolidation, and reconciliation across ERP, CRM, and email systems. Delays led to late payments, compliance risk, and inconsistent reporting across the organization.

Key Pain Points

Manual invoice processing and approvals
Fragmented data across ERP, CRM, and email
Late payments and compliance risks
Inconsistent reporting and reconciliation

BlueSky Solution

Ingestor Agents

Captured invoices and receipts from email and uploads

Parser Agents

Extracted key data and matched to vendor records

Planner + Executor

Validated entries and logged activity into ERP

Evaluation Agents

Flagged exceptions for human review

BlueSky deployed a comprehensive multi-agent workflow that transformed the entire finance approval process. Ingestor Agents captured invoices and receipts directly from email and uploads, while Parser Agents extracted key data and matched it to vendor records. Planner + Executor Agents validated entries against approval thresholds and logged activity into the ERP system. Evaluation Agents flagged exceptions for human review, ensuring 80% of transactions were handled automatically while routing edge cases to finance managers.

How It Works

Our three-stage intelligent automation process

1

Invoice Ingestion

Automated capture and data extraction from multiple sources

Email attachment processing
Direct upload handling
OCR data extraction
2

Validation & Matching

Intelligent parsing and vendor record matching

Vendor database matching
Approval threshold validation
Exception flagging
3

ERP Integration

Seamless logging and reporting automation

Real-time ERP updates
Automated reporting
Audit trail generation

Results & Benefits

3× Faster Invoice Processing

Up to 3× faster invoice processing with automated workflows and intelligent routing.

70% Fewer Manual Approvals

Streamlined workflows eliminated manual bottlenecks and reduced approval cycles from days to hours.

Zero Missed Compliance Checks

Zero missed compliance checks in the first 90 days with automated validation and audit trails.

Reports in Minutes

Financial reports generated in minutes, not hours, with real-time data integration.

Additional Benefits

Improved cash flow management
Enhanced audit trail visibility
Reduced manual workload for staff
BlueSky gave us a single, reliable process across all our finance systems. What took days now happens before lunch.
Controller
Mid-Market Manufacturing Firm

Technology Stack

BlueSky Agents

Ingestor Agents
Parser Agents
Planner/Executor Agents
Evaluation Agents

Integrations

ERP Integration (NetSuite)
Email Ingestion
Audit Trail Logging

Transform Your Finance Operations

BlueSky ATG's multi-agent AI platform empowers finance teams to move from manual, error-prone processes to automated, intelligent workflows. By orchestrating complex approval processes across your systems, our agents deliver speed, accuracy, and measurable ROI. Contact us to learn how BlueSky can transform your finance operations and eliminate processing bottlenecks.